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Disclosery

Dakota Wealth Management: WU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dakota Wealth Management on WU, newest first. How the timeline and the estimate are built.

Dakota Wealth Management held 54,163 WU shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,163 shares
    Change vs previous 13F -2,755 shares

    0.01% of the 13F portfolio, value $417,056.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 56,918 shares
    Change vs previous 13F -1,060 shares

    0.01% of the 13F portfolio, value $496,895.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 57,978 shares
    Change vs previous 13F -6,344 shares

    0.01% of the 13F portfolio, value $539,776.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 64,322 shares
    Change vs previous 13F +1,825 shares

    0.01% of the 13F portfolio, value $513,934.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 62,497 shares
    Change vs previous 13F -570 shares

    0.01% of the 13F portfolio, value $526,226.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 63,067 shares
    Change vs previous 13F +12,186 shares

    0.02% of the 13F portfolio, value $667,250.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 50,881 shares
    Change vs previous 13F -2,313 shares

    0.01% of the 13F portfolio, value $539,339.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 53,194 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $634,605.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).